JPMorganChase · 1 hour ago
J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA
Irvine, CA
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to millions of clients. As a Personal Advisor in J.P. Morgan’s Wealth Management, you will partner with clients to create custom financial plans, leveraging your expertise to help them achieve their financial goals through personalized advice and investment portfolio management.
Asset ManagementBankingFinancial Services
Responsibilities
Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
Convert high quality leads into new clients and help to maintain those relationships
Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals
Qualification
Required
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
This role requires you to be licensed in all states
Preferred
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelor's degree preferred
CFP preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
Company data provided by crunchbase